Fidelity Wise Origin Bitcoin Fund
FBTC- Exchange
- CBOE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001852317
No open-market purchases or sales by Fidelity Wise Origin Bitcoin Fund insiders were filed in the last 90 days; 627 institutions reported holding it in 13F filings for Q2 2026, worth $1.71B in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Fidelity Wise Origin Bitcoin Fund as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 685
- +72 vs. Q2 2025
- Shares held
- 44.5M
- −5.02M (−10.1%) vs. Q2 2025
- Total value
- $4.44B
- −$223.8M (−4.8%) vs. Q2 2025
- New holders
- 102
- 344 more added
- Sold out
- 30
- 115 more reduced
10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FBTC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 627 | $1.71B |
| Q1 2026 | 650 | $2.10B |
| Q4 2025 | 680 | $3.36B |
| Q3 2025 | 685 | $4.44B |
| Q2 2025 | 623 | $4.68B |
| Q1 2025 | 535 | $3.54B |
| Q4 2024 | 531 | $4.92B |
| Q3 2024 | 344 | $2.87B |
| Q2 2024 | 315 | $2.66B |
| Q1 2024 | 247 | $2.34B |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Fidelity Wise Origin Bitcoin Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Life Line Wealth Management LLC | 18,851 | $1.88M | 0.57% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 18,809 | $1.88M | 0.77% | +3,952+26.6% | Added |
| Essex Financial Services, Inc. | 17,644 | $1.76M | 0.11% | −621−3.4% | Reduced |
| Captrust Financial Advisors | 17,500 | $1.75M | 0.00% | +7,124+68.7% | Added |
| Gamco Investors, Inc. Et Al | 17,500 | $1.75M | 0.02% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 17,193 | $1.72M | 0.12% | +444+2.7% | Added |
| Madison Park Capital Advisors, LLC | 16,726 | $1.67M | 1.37% | −164−1.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 16,510 | $1.65M | 0.50% | +3,193+24.0% | Added |
| MTM Investment Management, LLC | 15,971 | $1.59M | 0.51% | +13,412+524.1% | Added |
| Mills Wealth Advisors LLC | 15,969 | $1.59M | 0.65% | +414+2.7% | Added |
| Wolverine Trading, LLC | 15,796 | $1.58M | 0.03% | +10,245+184.6% | Added |
| NBC Securities, Inc. | 15,738 | $1.57M | 0.12% | +15,553+8,407.0% | Added |
| Great Valley Advisor Group, Inc. | 15,713 | $1.57M | 0.03% | −21−0.1% | Reduced |
| Mustard Seed Financial, LLC | 15,347 | $1.53M | 0.98% | +10.0% | Added |
| 3EDGE Asset Management, LP | 14,847 | $1.48M | 0.08% | +541+3.8% | Added |
| Principle Wealth Partners LLC | 14,777 | $1.47M | 0.09% | +2,954+25.0% | Added |
| Bedel Financial Consulting, Inc. | 14,766 | $1.47M | 0.19% | +30+0.2% | Added |
| Stratos Wealth Advisors, LLC | 14,693 | $1.47M | 0.07% | +6,973+90.3% | Added |
| Warren Averett Asset Management, LLC | 14,547 | $1.45M | 0.01% | +5,550+61.7% | Added |
| Marietta Wealth Management, LLC | 14,470 | $1.44M | 0.18% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 14,373 | $1.43M | 0.38% | 00.0% | Unchanged |
| Condor Capital Management | 14,104 | $1.41M | 0.12% | −429−3.0% | Reduced |
| Aries Wealth Management | 13,827 | $1.38M | 0.33% | +565+4.3% | Added |
| RSM US Wealth Management LLC | 13,755 | $1.37M | 0.02% | +148+1.1% | Added |
| RMB Capital Management, LLC | 13,575 | $1.35M | 0.02% | +27+0.2% | Added |
| Canvas Wealth Advisors, LLC | 12,587 | $1.35M | 0.25% | +2,306+22.4% | Added |
| Stonegate Investment Group, LLC | 13,471 | $1.34M | 0.03% | +649+5.1% | Added |
| Signal Advisors Wealth, LLC | 13,371 | $1.33M | 0.12% | +705+5.6% | Added |
| Rahlfs Capital, LLC | 13,265 | $1.32M | 1.05% | +1,405+11.8% | Added |
| Belpointe Asset Management LLC | 13,166 | $1.31M | 0.05% | +993+8.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 12,987 | $1.30M | 0.03% | +4,207+47.9% | Added |
| Oak Grove Capital LLC | 12,889 | $1.29M | 0.28% | +12,889 | New |
| LBMC Investment Advisors, LLC | 12,655 | $1.26M | 0.08% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12,642 | $1.26M | 0.30% | −1,628−11.4% | Reduced |
| Daymark Wealth Partners, LLC | 12,602 | $1.26M | 0.04% | −2,673−17.5% | Reduced |
| TCW Group Inc | 12,553 | $1.25M | 0.01% | +1,130+9.9% | Added |
| Revisor Wealth Management LLC | 11,832 | $1.25M | 0.43% | −2,361−16.6% | Reduced |
| NTV Asset Management LLC | 12,500 | $1.25M | 0.14% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 12,496 | $1.25M | 0.84% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 12,440 | $1.24M | 0.02% | +230+1.9% | Added |
| LaSalle St. Investment Advisors, LLC | 12,395 | $1.24M | 0.22% | +568+4.8% | Added |
| Regatta Capital Group, LLC | 12,194 | $1.22M | 0.19% | +2,088+20.7% | Added |
| Delta Investment Management, LLC | 11,962 | $1.19M | 0.21% | +1,717+16.8% | Added |
| M. Kulyk & Associates, LLC | 11,886 | $1.19M | 0.24% | 00.0% | Unchanged |
| Brighton Jones LLC | 11,693 | $1.17M | 0.03% | +2,880+32.7% | Added |
| JB Capital LLC | 11,656 | $1.16M | 0.05% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 11,506 | $1.15M | 0.44% | +1,000+9.5% | Added |
| SkyView Investment Advisors, LLC | 11,500 | $1.15M | 0.15% | −1,000−8.0% | Reduced |
| Secure Asset Management, LLC | 11,041 | $1.13M | 0.19% | +359+3.4% | Added |
| Clear Creek Financial Management, LLC | 11,167 | $1.11M | 0.10% | +1,703+18.0% | Added |
| Falcon Wealth Planning | 10,992 | $1.10M | 0.10% | +1,160+11.8% | Added |
| GWN Securities Inc. | 10,843 | $1.08M | 0.25% | +1,887+21.1% | Added |
| Financial Management Network Inc | 9,785 | $1.07M | 0.18% | +55+0.6% | Added |
| Walleye Trading LLC | 10,690 | $1.07M | 0.02% | +4,240+65.7% | Added |
| Tru Independence Asset Management 2, LLC | 10,678 | $1.07M | 0.70% | −861−7.5% | Reduced |
| Militia Capital Partners, LP | 10,500 | $1.05M | 0.49% | −62,200−85.6% | Reduced |
| Verus Financial Partners, Inc. | 10,447 | $1.04M | 0.10% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 10,398 | $1.04M | 0.04% | +3,578+52.5% | Added |
| KMG Fiduciary Partners, LLC | 10,375 | $1.04M | 0.07% | +500+5.1% | Added |
| Parkside Financial Bank & Trust | 10,367 | $1.03M | 0.08% | +96+0.9% | Added |
| Two Sigma Securities, LLC | 10,284 | $1.03M | 0.15% | +2,111+25.8% | Added |
| Timber Creek Capital Management LLC | 10,268 | $1.02M | 0.25% | +367+3.7% | Added |
| Cim, LLC | 10,226 | $1.02M | 0.13% | +10,226 | New |
| Sweeney & Michel, LLC | 9,969 | $1.01M | 0.34% | +116+1.2% | Added |
| JSF Financial, LLC | 10,100 | $1.01M | 0.22% | −48−0.5% | Reduced |
| AdvisorNet Financial, Inc | 10,033 | $1.00M | 0.06% | +626+6.7% | Added |
| Glaxis Capital Management, LLC | 10,000 | $998.1K | 1.66% | −40,000−80.0% | Reduced |
| Ursa Fund Management, LLC | 10,000 | $998.1K | 1.93% | +10,000 | New |
| Capital Investment Advisors, LLC | 9,960 | $994.1K | 0.02% | +1,143+13.0% | Added |
| Steel Peak Wealth Management LLC | 9,911 | $989.2K | 0.03% | +2,911+41.6% | Added |
| Access Financial Services, Inc. | 9,821 | $980.2K | 0.36% | −12−0.1% | Reduced |
| Financial Sense Advisors, Inc. | 9,540 | $952.2K | 0.18% | +9,540 | New |
| Westover Capital Advisors, LLC | 9,535 | $951.7K | 0.18% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 9,511 | $949.3K | 0.33% | −2,005−17.4% | Reduced |
| Franklin Resources Inc | 9,501 | $948.3K | 0.00% | +5,662+147.5% | Added |
| Wealth Dimensions Group, Ltd. | 9,500 | $948.2K | 0.19% | +6,643+232.5% | Added |
| MAI Capital Management | 9,371 | $935.3K | 0.01% | −87−0.9% | Reduced |
| Ethos Financial Group, LLC | 9,361 | $934.3K | 0.07% | +226+2.5% | Added |
| Sequoia Financial Advisors, LLC | 9,355 | $933.7K | 0.01% | +415+4.6% | Added |
| Prosperity Planning, Inc. | 9,300 | $928.2K | 0.25% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 9,165 | $914.8K | 0.34% | +4,596+100.6% | Added |
| Parallel Advisors, LLC | 8,983 | $896.6K | 0.02% | −834−8.5% | Reduced |
| Matauro, LLC | 8,952 | $893.5K | 0.14% | +1,041+13.2% | Added |
| Betterment LLC | 8,851 | $883.0K | 0.00% | +2,436+38.0% | Added |
| Meridian Wealth Advisors, LLC | 8,688 | $867.1K | 0.12% | +3,688+73.8% | Added |
| Upper Left Wealth Management, LLC | 8,675 | $865.9K | 0.54% | −30−0.3% | Reduced |
| Evoke Wealth, LLC | 8,652 | $863.6K | 0.02% | −3,894−31.0% | Reduced |
| Roman Butler Fullerton & Co | 8,940 | $861.9K | 0.23% | −1,314−12.8% | Reduced |
| Wesbanco Bank Inc | 8,605 | $858.9K | 0.02% | +765+9.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,591 | $857.5K | 0.05% | +2,693+45.7% | Added |
| Dudley Capital Management, LLC | 8,533 | $851.7K | 0.38% | +55+0.6% | Added |
| Resources Investment Advisors, LLC. | 8,525 | $850.9K | 0.01% | +1,293+17.9% | Added |
| Chicago Partners Investment Group LLC | 8,515 | $843.8K | 0.02% | +1,794+26.7% | Added |
| Associated Banc-Corp | 8,352 | $833.6K | 0.02% | +125+1.5% | Added |
| Clientfirst Wealth Management, LLC | 8,333 | $831.7K | 0.67% | +3,445+70.5% | Added |
| Atria Investments LLC | 8,292 | $827.6K | 0.01% | +3,811+85.0% | Added |
| Peloton Wealth Strategists | 8,203 | $819.0K | 0.32% | +36+0.4% | Added |
| Bank of Montreal | 8,151 | $813.6K | 0.00% | −65,741−89.0% | Reduced |
| Willis Johnson & Associates, Inc. | 8,133 | $811.7K | 0.05% | +783+10.7% | Added |
| Larson Financial Group LLC | 8,085 | $806.9K | 0.03% | +338+4.4% | Added |